Upstart Holdings, Inc. - UPST
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 7,878,717 | 279,142 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 6,569,353 | 232,752 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 3,739,758 | 132,499 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,698,553 | 131,039 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 3,455,585 | 122,431 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 3,176,166 | 112,531 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 2,734,241 | 96,874 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 2,414,712 | 85,553 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,395,222 | 84,862 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 2,376,490 | 84,199 | 0.07% | 0.07% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,228,631 | 78,974 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 2,118,467 | 75,057 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Clear Street Group Inc. | History | No change | 1,948,563 | 69,037 | 0.17% | 0.17% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Halter Ferguson Financial Inc. | History | No change | 1,748,119 | 61,935 | 10.03% | 10.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | No change | 1,583,436 | 56,101 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 1,563,388 | 55,390 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,512,356 | 53,582 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 1,308,975 | 46,376 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 1,183,559 | 41,933 | 0.05% | 0.05% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,155,400 | 40,935 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 1,135,682 | 40,237 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BAILLIE GIFFORD & CO | History | No change | 1,083,157 | 38,376 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 1,059,769 | 37,547 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 933,594 | 33,077 | 0.15% | 0.15% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COATUE MANAGEMENT LLC | History | No change | 870,947 | 30,857 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 860,447 | 30,485 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 785,102 | 27,816 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 765,281 | 27,113 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 708,878 | 25,491 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 706,548 | 25,033 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEAK6 LLC | History | No change | 667,471 | 23,648 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 646,059 | 22,889 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 603,257 | 21,373 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 592,172 | 20,979 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 584,214 | 20,698 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 544,531 | 19,292 | 0.07% | 0.07% | 36 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 510,175 | 18,075 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | No change | 488,071 | 17,292 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | No change | 446,326 | 15,813 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 379,056 | 13,429 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 237,784 | 12,633 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 335,278 | 11,878 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | No change | 303,325 | 10,746 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hidden Lake Asset Management LP | History | No change | 281,614 | 9,977 | 3.0% | 3.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | No change | 275,000 | 9,743 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 273,245 | 9,681 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | No change | 268,547 | 9,514 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alberta Investment Management Corp | History | No change | 238,800 | 8,460 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Maxi Investments CY Ltd | History | No change | 193,400 | 6,852 | 1.39% | 1.39% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jefferies Financial Group Inc. | History | No change | 188,206 | 6,668 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CREDIT AGRICOLE S A | History | No change | 183,675 | 6,507 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 180,219 | 6,385 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 166,600 | 5,902 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gator Capital Management, LLC | History | No change | 161,490 | 5,721 | 1.2% | 1.2% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 150,638 | 5,337 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | No change | 149,415 | 5,293 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 138,692 | 4,913 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 133,840 | 4,741 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA HOLDINGS INC | History | No change | 125,536 | 4,447 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 121,448 | 4,389 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 120,894 | 4,283 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 120,137 | 4,255 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 118,603 | 4,203 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 117,700 | 4,170 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 114,975 | 4,073 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 114,816 | 4,067 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Headlands Technologies LLC | History | No change | 113,300 | 4,014 | 0.43% | 0.43% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 110,510 | 3,915 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 110,446 | 3,913 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 106,965 | 3,789 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLUE JEAN FINANCIAL LLC | History | No change | 103,049 | 3,651 | 2.54% | 2.54% | 71 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Centiva Capital, LP | History | No change | 96,438 | 3,416 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 95,836 | 3,395 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 95,554 | 3,385 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 95,138 | 3,370 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| NORGES BANK | History | No change | 93,959 | 3,328 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Banco Santander, S.A. | History | No change | 92,280 | 3,269 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 88,698 | 3,142 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 88,554 | 3,137 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 86,987 | 3,081 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 85,480 | 3,028 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Edgestream Partners, L.P. | History | No change | 82,146 | 2,910 | 0.09% | 0.09% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Odyssean, LLC | History | No change | 80,393 | 2,848 | 0.46% | 0.46% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 79,739 | 2,825 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 77,236 | 2,736 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brevan Howard Capital Management LP | History | No change | 76,908 | 2,724 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 76,342 | 2,704 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 75,579 | 2,677 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 74,260 | 2,631 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legal & General Group Plc | History | No change | 73,072 | 2,588 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 100,007 | 2,565 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marex Group Ltd | History | No change | 70,214 | 2,487 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 69,043 | 2,446 | 0.07% | 0.07% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Divisadero Street Capital Management, LP | History | No change | 67,461 | 2,390 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CenterBook Partners LP | History | No change | 67,318 | 2,385 | 0.12% | 0.12% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aquatic Capital Management LLC | History | No change | 64,545 | 2,286 | 0.08% | 0.08% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Manchester Capital Management LLC | History | No change | 63,072 | 2,234 | 0.29% | 0.29% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sender Co & Partners, Inc. | History | No change | 63,000 | 2,232 | 0.65% | 0.65% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 62,308 | 2,207 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SANDLER CAPITAL MANAGEMENT | History | No change | 61,900 | 2,193 | 1.09% | 1.09% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 61,239 | 2,169 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 60,000 | 2,125 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 58,528 | 2,073 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 58,145 | 2,060 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Holocene Advisors, LP | History | No change | 54,553 | 1,932 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 52,706 | 1,867 | 0.08% | 0.08% | 106 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 50,765 | 1,799 | 0.11% | 0.11% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 50,045 | 1,773 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SummitTX Capital, L.P. | History | No change | 48,844 | 1,730 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 46,970 | 1,664 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Entropy Technologies, LP | History | No change | 45,451 | 1,610 | 0.06% | 0.06% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Havemeyer Place LP | History | No change | 45,013 | 1,594 | 0.16% | 0.16% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 43,957 | 1,557 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| ALGERT GLOBAL LLC | History | No change | 42,040 | 1,489 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GMT CAPITAL CORP | History | No change | 42,000 | 1,488 | 0.08% | 0.08% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 40,369 | 1,426 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 40,997 | 1,379 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 38,194 | 1,353 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Janney Montgomery Scott LLC | History | No change | 38,093 | 1,350 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 37,897 | 1,342 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 37,587 | 1,331 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | No change | 36,838 | 1,305 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Russell Investments Group, Ltd. | History | No change | 36,519 | 1,293 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jupiter Topco LLC | History | No change | 36,427 | 1,290 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 36,313 | 1,286 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 35,711 | 1,265 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 35,688 | 1,264 | 0.08% | 0.08% | 127 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SCS Capital Management LLC | History | No change | 35,000 | 1,240 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LuminArx Capital Management LP | History | No change | 1,500,000 | 1,229 | 0.55% | 0.55% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 33,719 | 1,194 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kera Capital Partners, Inc. | History | No change | 33,480 | 1,186 | 0.11% | 0.11% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 32,631 | 1,156 | 0.05% | 0.05% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | No change | 31,968 | 1,132 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cetera Investment Advisers | History | No change | 30,258 | 1,072 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 30,226 | 1,070 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Falcon Wealth Planning | History | No change | 30,067 | 1,065 | 0.07% | 0.07% | 136 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Gemmer Asset Management LLC | History | No change | 29,707 | 1,052 | 0.07% | 0.07% | 137 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 28,120 | 1,005 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Qsemble Capital Management, LP | History | No change | 28,317 | 1,003 | 0.13% | 0.13% | 139 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Handelsbanken Fonder AB | History | No change | 27,700 | 981 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Intellectus Partners, LLC | History | No change | 27,250 | 965 | 0.17% | 0.17% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Interval Partners, LP | History | No change | 27,100 | 960 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 26,590 | 942 | 0.12% | 0.12% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 26,276 | 930 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rare Wolf Capital LLC | History | No change | 25,925 | 918 | 0.59% | 0.59% | 145 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 25,901 | 917 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 25,796 | 914 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Altshuler Shaham Ltd | History | No change | 25,512 | 903 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 25,242 | 894 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BAILARD, INC. | History | No change | 23,910 | 847 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sepio Capital, LP | History | No change | 23,300 | 825 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 23,177 | 821 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 22,966 | 813 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | No change | 22,905 | 811 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 22,153 | 784 | 0.05% | 0.05% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 21,672 | 767 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Inspire Advisors, LLC | History | No change | 21,601 | 765 | 0.05% | 0.05% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 21,350 | 756 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 19,607 | 694 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 19,518 | 691 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 19,300 | 683 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 19,300 | 683 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Portman Square Capital LLP | History | No change | 19,036 | 674 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 19,000 | 673 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WINTON GROUP Ltd | History | No change | 18,600 | 658 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 18,000 | 637 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 17,280 | 612 | 0.04% | 0.04% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 16,744 | 593 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Qube Research & Technologies Ltd | History | No change | 16,500 | 584 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 16,164 | 572 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | No change | 15,718 | 556 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CMT Capital Markets Trading GmbH | History | No change | 15,000 | 531 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kercheville Advisors, LLC | History | No change | 15,000 | 531 | 0.16% | 0.16% | 173 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PFG Investments, LLC | History | No change | 14,900 | 527 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Royal Fund Management, LLC | History | No change | 14,540 | 515 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ALLSTATE CORP | History | No change | 14,318 | 507 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 14,335 | 507 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Leonteq Securities AG | History | No change | 14,240 | 504 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 13,766 | 487 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 13,563 | 480 | 0.05% | 0.05% | 180 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pictet Asset Management Holding SA | History | No change | 12,984 | 460 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Fairbanks Capital Management, Inc. | History | No change | 12,800 | 453 | 0.27% | 0.27% | 182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Phoenix Financial Ltd. | History | No change | 12,612 | 445 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 12,000 | 425 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Capital Advantage, Inc. | History | No change | 11,625 | 411 | 0.05% | 0.05% | 185 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ProShare Advisors LLC | History | No change | 11,206 | 397 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 11,127 | 394 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 10,829 | 383 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | No change | 10,745 | 380 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WMG Financial Advisors, LLC | History | No change | 10,327 | 365 | 0.14% | 0.14% | 190 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 10,103 | 357 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Amundi | History | No change | 9,831 | 348 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | No change | 9,767 | 346 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 9,471 | 335 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vontobel Holding Ltd. | History | No change | 9,140 | 323 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Greenwich Wealth Management LLC | History | No change | 9,091 | 322 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 8,945 | 316 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUB Investment Partners, LLC | History | No change | 8,864 | 314 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| US BANCORP \DE\ | History | No change | 8,604 | 304 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 8,585 | 304 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 8,575 | 303 | 0.05% | 0.05% | 201 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| XPONANCE LLC | History | No change | 8,472 | 300 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Freestone Grove Partners LP | History | No change | 8,473 | 300 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 8,435 | 298 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 8,418 | 298 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| AMI ASSET MANAGEMENT CORP | History | No change | 8,330 | 295 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 8,343 | 295 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | No change | 8,232 | 291 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 7,992 | 283 | 0.07% | 0.07% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 7,929 | 280 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Merit Financial Group, LLC | History | No change | 7,871 | 278 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 7,767 | 275 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 7,661 | 271 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Engineers Gate Manager LP | History | No change | 7,420 | 262 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | No change | 7,234 | 256 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 7,196 | 254 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 7,174 | 254 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 6,905 | 244 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 7,338 | 240 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Symmetry Partners, LLC | History | No change | 6,793 | 240 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Inspire Investing, LLC | History | No change | 6,722 | 238 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PCM Encore, LLC | History | No change | 6,648 | 235 | 0.04% | 0.04% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 6,544 | 231 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Jump Financial, LLC | History | No change | 6,452 | 228 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 6,418 | 227 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthfront Advisers LLC | History | No change | 6,385 | 226 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Neuberger Berman Group LLC | History | No change | 6,366 | 225 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caprock Group, LLC | History | No change | 6,360 | 225 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Synergy Financial Group, LTD | History | No change | 6,374 | 225 | 0.16% | 0.16% | 229 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Abel Hall, LLC | History | No change | 6,354 | 225 | 0.04% | 0.04% | 230 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | No change | 6,275 | 222 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 6,185 | 219 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 6,011 | 212 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | No change | 6,007 | 212 | 0.06% | 0.06% | 234 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Traynor Capital Management, Inc. | History | No change | 5,967 | 211 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SG Americas Securities, LLC | History | No change | 5,741 | 203 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FORA Capital, LLC | History | No change | 5,716 | 202 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,524 | 196 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EMC Capital Management | History | No change | 6,600 | 194 | 0.08% | 0.08% | 239 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 5,400 | 191 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NFSG Corp | History | No change | 5,315 | 188 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,974 | 176 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 3,920 | 138 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KBC Group NV | History | No change | 3,510 | 124 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nykredit A/S | History | No change | 3,484 | 123 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,345 | 118 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,245 | 114 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mosley Wealth Management | History | No change | 3,176 | 112 | 0.04% | 0.04% | 248 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 3,123 | 110 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,951 | 104 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 2,881 | 102 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,307 | 99 | 0.0% | 0.0% | 252 | +881 | 25.72% | Q3 2026 | Oct 08, 2026 |
| Orion Capital Management LLC | History | No change | 2,700 | 95 | 0.03% | 0.03% | 253 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,513 | 89 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,450 | 86 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FNY Investment Advisers, LLC | History | No change | 2,269 | 79 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,185 | 77 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 2,096 | 74 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,000 | 70 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Holos Integrated Wealth LLC | History | No change | 2,041 | 67 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rakuten Securities, Inc. | History | No change | 1,886 | 66 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,842 | 65 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 1,622 | 57 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bogart Wealth, LLC | History | No change | 1,610 | 57 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GAMMA Investing LLC | History | Added to | 2,350 | 54 | 0.0% | 0.0% | 265 | +176 | 8.1% | Q3 2026 | Oct 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 1,374 | 48 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Asset Management One Co., Ltd. | History | No change | 1,344 | 47 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 1,300 | 46 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Osbon Capital Management LLC | History | No change | 1,129 | 40 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 1,072 | 37 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Parallel Advisors, LLC | History | No change | 937 | 33 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 869 | 30 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 844 | 29 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 756 | 26 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 743 | 26 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,124 | 25 | 0.0% | 0.01% | 276 | -1,781 | -61.31% | Q3 2026 | Oct 01, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 681 | 24 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 662 | 23 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 568 | 20 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 558 | 19 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Larson Financial Group LLC | History | No change | 535 | 18 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 400 | 14 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 385 | 13 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Y.D. More Investments Ltd | History | No change | 370 | 13 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 356 | 12 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ancora Advisors LLC | History | No change | 325 | 11 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 320 | 11 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 316 | 11 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quent Capital, LLC | History | No change | 334 | 11 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 300 | 10 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | No change | 301 | 10 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 256 | 9 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Covestor Ltd | History | No change | 252 | 9 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NBH Bank | History | No change | 234 | 8 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 200 | 7 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 200 | 7 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Triumph Capital Management | History | No change | 200 | 7 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| City State Bank | History | No change | 200 | 7 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Quarry LP | History | No change | 223 | 7 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 212 | 7 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fulcrum Asset Management LLP | History | No change | 176 | 6 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 300 | 6 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| BESSEMER GROUP INC | History | No change | 130 | 5 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ADIRONDACK TRUST CO | History | No change | 150 | 5 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AdvisorNet Financial, Inc | History | No change | 155 | 5 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Dogwood Wealth Management LLC | History | No change | 165 | 5 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 150 | 5 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Allied Private Wealth LLC | History | No change | 175 | 5 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 204 | 4 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 136 | 4 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Heritage Wealth Advisors | History | No change | 100 | 3 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 87 | 3 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 97 | 3 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Spire Wealth Management | History | No change | 100 | 3 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| POM Investment Strategies, LLC | History | No change | 105 | 3 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Main Street Group, LTD | History | No change | 100 | 3 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GK Wealth Management LLC | History | New | 100 | 2 | 0.0% | — | 323 | +100 | New | Q3 2026 | Oct 09, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 70 | 2 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fortitude Family Office, LLC | History | No change | 77 | 2 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 80 | 2 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Key Capital Management, INC | History | No change | 76 | 2 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 53 | 1 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 50 | 1 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Anchor Investment Management, LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| NVWM, LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avion Wealth | History | No change | 51 | 1 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bell Investment Advisors, Inc | History | No change | 29 | 1 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Forum Finance Group S.A. | History | No change | 50 | 1 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -15,943 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Venture Visionary Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,205 | -100.0% | Q3 2026 | Oct 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 20 | 0 | — | 0.0% | — | -190 | -90.48% | Q3 2026 | Oct 08, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -99 | -100.0% | Q3 2026 | Oct 07, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 41 | 0 | — | — | — | +41 | New | Q3 2026 | Oct 07, 2026 |
| Planning Strategies Inc. | History | Added to | 18 | 0 | — | — | — | +10 | 125.0% | Q3 2026 | Oct 02, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 34 | 0 | — | 0.0% | — | +5 | 17.24% | Q3 2026 | Oct 07, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SouthState Bank Corp | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NBT BANK, N.A. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TORONTO DOMINION BANK | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IMA Advisory Services, Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Asset Dedication, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| JNBA Financial Advisors | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stone House Investment Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sawyer & Company, Inc | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Investors Research Corp | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Quaker Wealth Management, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SHP Wealth Management | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elequin Capital, LP | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Planning Group LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| West Financial Advisors, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Addison Advisors LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Continuum Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PayPay Securities Corp | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| True Wealth Design, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| JPL Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fairscale Capital, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| WPG Advisers, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strive Financial Group ,LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signature Equity Partners, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cornerstone Financial Management LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthAvenue LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |